In the wake of the financial panic of the past two years, and the market’s recent recovery, how should investors view the opportunities in international markets? Kirk Henry and Andrea Clark of The Boston Company Asset Management offer these observations:

• Even after the recent upturn, we still see attractive valuations of the kind that typically arise from the indiscriminate selling of high quality companies across the world.
• Historically, the best performance often has arisen out of protracted bear markets of varying severity.
• Much of the world’s GDP growth now comes from emerging markets.
• Though some regions now are as economically challenged, if not more so, than the U.S., many boast healthier banking systems, lower consumer debt, favorable demographics, and interesting valuations.

Kirk and Andrea elaborate on these points in the context of emerging markets, Europe/UK and Japan. For more information or a hard copy please contact, please contact David Zigas at 617 248-6202.

The preceding information is based upon the analysis of historical performance of various asset classes and assumptions with respect to future economic conditions. Past performance is not an indication of future results. This information is not intended to provide specific advice, recommendations or projected returns of any particular BNY Mellon Asset Management product.